Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners by preparing reports and attending client meetings.
- Company: Leading financial services firm in Edinburgh with a supportive team culture.
- Benefits: Hybrid working, competitive salary, and a collaborative environment.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: CII Diploma in Regulated Financial Advice and relevant experience.
- Other info: Great opportunity for career growth in a thriving industry.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm in Edinburgh is seeking an experienced Paraplanner to provide high-level support to Financial Planners.
Responsibilities include:
- Preparing suitability reports
- Attending client meetings
- Contributing to the team's success
The ideal candidate will have a CII Diploma in Regulated Financial Advice and experience in a financial planning environment. This role offers hybrid working and a supportive team environment.
Impactful Paraplanner – Financial Planning (Hybrid, Edinburgh) employer: Rathbones
Contact Detail:
Rathbones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Impactful Paraplanner – Financial Planning (Hybrid, Edinburgh)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of suitability reports and client meetings. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, be ready to discuss specific examples of how you've contributed to team success in previous roles. This will help them see the value you bring.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Impactful Paraplanner – Financial Planning (Hybrid, Edinburgh)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant qualifications, like the CII Diploma. We want to see how your skills align with the role of an Impactful Paraplanner!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial planning and how you can contribute to our team's success. Keep it engaging and personal – we love to see your personality!
Showcase Relevant Experience: When detailing your past roles, focus on your experience preparing suitability reports and attending client meetings. We’re looking for someone who can hit the ground running, so make those experiences stand out!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Rathbones
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around preparing suitability reports. Familiarise yourself with the latest regulations and best practices in the industry. This will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Experience
Be ready to discuss your previous experience as a Paraplanner. Prepare specific examples of how you've supported Financial Planners in the past, particularly in client meetings. Highlight any challenges you faced and how you overcame them to demonstrate your problem-solving skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to financial planning and team dynamics. This shows that you're engaged and serious about contributing to their success. It’s also a great way to assess if the company culture aligns with your values.
✨Emphasise Teamwork
Since this role involves contributing to a supportive team environment, be sure to highlight your teamwork skills. Share examples of how you've collaborated with others in the past and how you can bring that collaborative spirit to their team.
